See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $5,730 |
Service code 12 · EIN 83-3455797 | Participant loan processing; Custodia... | $5,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,254 | $59,263-37.1% | $96,562-61.4% | $79,386-53.1% |
| Participation rate | 46.4% | 61.9%-15.5pp | 69.8%-23.4pp | 70.7%-24.3pp |
| Annual return | 15.54% | 27.07%-11.5pp | 37.78%-22.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,160 | $2,948+41.1% | $3,849+8.1% | $4,046+2.8% |
| Admin fee / account holder | $181 | $658-72.5% | $6,181-97.1% | $626-71.1% |